Lightspeed Cross-Post: Can Ethereum Scale The L1? | Weekly Roundup

Bullish:

• $SOL - Solana is seen as a strong competitor to Ethereum due to its scaling efforts and technical improvements, with potential for outperformance.

  • “Solana is also scaling the l one while Ethereum is just pivoting to it now. Right? I mean, the Anza 2 point Agave 2.2, which just went live and will activate this feature soon, we're increasing the block space by 20%. Right? And the goal is to double it by end of year.”

    Mert·17:40

  • “ETH just the price is not meaningfully pumped in this whole cycle, really, especially compared to Solana, which has gained, you know, the the sole ETH ratio is at all time highs and continues to set all time highs.”

    Jack·19:10
• $VALIDATORS - Validators on high-performance blockchains are seen as potentially lucrative due to increasing activity and fee revenue.

  • “So if you have the most performance and therefore the most activity, you then have the most revenue and fees. We're already seeing this today. Okay? We're already seeing this today on the Blockstream, the the BlockWorks rev charts.”

    Mert·46:54

Bearish:

• $ETH - Ethereum's price performance is viewed unfavorably compared to Solana, with the SOL/ETH ratio at all-time highs.

  • “ETH just the price is not meaningfully pumped in this whole cycle, really, especially compared to Solana, which has gained, you know, the the sole ETH ratio is at all time highs and continues to set all time highs.”

    Jack·19:10